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Mathew Owens - The $500 Million Playbook

2008 housing crash accounts receivable financing accredited investor education alternative asset investing alternative investments augusta rule building investor relationships building wealth through real estate business ownership capital deployment capital raising cash flow investing cost segregation cpa real estate investor debt fund investing entrepreneur mindset entrepreneurship financial freedom through real estate financial independence fix and flip investing hard money lending health savings account investing house flipping inflation hedge investing investment diversification investment opportunities investment risk management investor education investor networking investor relations investor trust investor trust and credibility leverage freedom litigation finance location freedom long term investing long term wealth creation matthew owens mike swenson mobile home park investing multifamily investing ocg capital passive income investing passive income strategies passive real estate investing passive wealth building private credit funds private lending private market investing raising private capital real estate business growth real estate capital markets real estate capital raising strategies real estate cash flow real estate cpa real estate deal analysis real estate due diligence real estate entrepreneur real estate freedom real estate freedom lifestyle real estate funding strategies real estate growth strategies real estate investing real estate investing podcast real estate investing tips real estate investment education real estate investment portfolio real estate investment strategies real estate investor real estate leadership real estate lending real estate market crash lessons real estate mentorship real estate networking real estate operator real estate opportunities real estate portfolio diversification real estate professional status real estate success stories real estate syndication real estate tax strategies real estate underwriting real estate wealth building real freedom podcast scaling a real estate business self directed 401k self directed ira self storage investing short term rental investing short term rental tax loophole tax planning for investors time freedom vacation rental investing w2 tax reduction wealth building strategies wealth creation through investing wealth preservation Jun 04, 2026


Mathew Owens is a CPA, real estate investor, and founder of OCG Capital. He shares with us the strategies behind building a real estate empire that spans more than 1,500 units, over 1,000 home flips, and more than $500 million in loans to investors. Matt has also raised over $200 million in private capital, giving him a unique perspective on what separates successful investors from those who struggle to scale.

We dive into his disciplined approach to investing, including the 200-point due diligence checklist he uses to evaluate opportunities and minimize risk before committing capital. Matt shares lessons learned from decades of experience as both an active operator and passive investor, offering practical insights on finding quality deals, raising private money, building passive income, and creating long-term wealth through real estate. This episode is packed with actionable advice from someone who has successfully navigated nearly every corner of the real estate investing world...

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Kevin Shtofman - How AI Is Powering the One-Person Real Estate Business

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In this episode, we sit down with Kevin Shtofman, a seasoned corporate development leader and AI-driven real estate innovator who serves as the Global Head of Corporate Development at Cheere, a data management company building AI agents exclusively for the real estate industry. With over $3.4 trillion in real estate assets flowing through a patented knowledge-graph-powered platform, he shares how enterprise-level AI is transforming property data, decision-making, and investment strategy. Drawing on experience as a C-suite software executive, he unpacks how he’s leveraged AI to build a profitable “one-person” real estate business, the data he uses for free versus what he pays for, real-world AI use cases, and the hard-earned lessons and pitfalls from deploying AI agents over the past 18 months. An accomplished investor, advisor, and global speaker, he offers candid insights on the non-linear path to financial freedom, leadership at scale, and the future of AI in real estate.

 

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